Advisory January 8, 2026
What Makes for a Bad Restaurant or Hospitality Experience
One of the most common reasons we have a bad experience is because of our expectations of what the restaurant can do.
Financial Reporting May 22, 2025
EY Report Shows Lagging Investor Confidence as Digital Assets Surge, Unprecedented Wealth Transfer Challenges
Half of investor respondents (50%) feel underprepared for the transition of wealth across generations, with 45% of survey respondents stating that planning for wealth transfer is become more challenging.
Small Business May 22, 2025
Constant Contact and Xero Collaborate for Small Businesses
This collaboration fuels small business growth by providing an automated workflow between digital marketing and accounting systems — thereby saving time and streamlining operations.
Financial Reporting May 19, 2025
CFOs Most Likely to Spend Cash on Organic Growth and Acquisitions in 2025
Eighty-seven percent of CFOs are likely, or very likely, to spend on organic growth in 2025, according to a survey by Gartner, Inc.
Financial Planning May 19, 2025
Avantax Acquires Assets of WealthCare Financial with Approximately $180M AUA
Avantax is a unique community within Cetera and a leader in tax-focused financial planning and wealth management.
Firm Management May 9, 2025
How AI is Revolutionizing Financial Planning
AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.
Accounting May 9, 2025
Ranking the Best Accounting and Tax Tech for 2025: Professionals Vote for Their Favorites in the Readers’ Choice Awards
Now in their 21st year, the awards allow tax and accounting professionals from various specialties to identify the technologies they have found to be essential to their practice, including performing client service functions, staff management, collaboration, resource management, payroll, communications, or other tasks.
Accounting May 7, 2025
Half of C-Suite Executives Considering Cuts in Their Function in the Second Quarter of 2025
Half of C-suite executives are considering cuts to their function in the second quarter of 2025 in anticipation of continued disruption of supply chains, decreased consumer demand, and inflation.
CAS May 6, 2025
How to Increase Revenue without Increasing Clients
One of the main goals of any business is to grow revenue, but the real challenge is to determine the proper strategy to do just that. Ultimately, it’s a math equation—music to any accountant’s ears.
Accounting May 6, 2025
Nearly Two-Thirds of Finance Leaders Adopt More Cautious Cash Management Practices Amid Economic Turbulence
As these dynamics shift, nearly two-thirds (63%) of financial leaders have adopted more cautious cash management practices.
Small Business May 6, 2025
ADP Celebrates National Small Business Week with Advice from Nearly 18,000 Small Business Owners
From the rapid rise of new technologies like generative AI to changing employee expectations and a shifting compliance landscape, small businesses continue to seek opportunities to thrive amid an ever-changing environment.
Advisory May 5, 2025
How Technology Powers Continuous Innovation for CAS Practices
Clients are increasingly looking beyond traditional accounting services and instead want strategic partners capable of providing real-time financial insights and proactive guidance.
CAS May 5, 2025
Adaptive Launches Industry-Specific AI to Help Accounting Firms Scale Construction Services Without Adding Headcount
Adaptive, an automation platform for construction accounting, has launched its next-generation solution designed specifically for accounting firms to grow their construction verticals.